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RH
Robert Half
Paralegal
Career Insights for Paralegal / Legal Assistant
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Based on Pennsylvania data
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What they do
A Paralegal or Legal Assistant assists attorneys and law offices with a variety of tasks ranging from administrative support to legal research and writing. Maintains and organizes files or file databases. Conducts legal or other background research, assists with preparation for trials or hearings, and drafts documents to be filed. Uses software for electronic discovery of materials such as email for a trial. May specialize in a particular area of the law such as corporate or criminal law, family law or real estate law.
$68,904 / year median in Pennsylvania
-1% projected decline
Job Description
We are looking for an experienced and detail-oriented Trust and Estates Paralegal to join our team in Grove City, Pennsylvania. In this role, you will manage estate administration and tax matters while providing exceptional support to clients. The ideal candidate thrives in a client-focused, relaxed work environment and is capable of handling multiple cases independently.
Responsibilities:
- Oversee the administration of up to 25 trust and estate cases simultaneously, ensuring accuracy and progress at various stages.
- Prepare and submit Pennsylvania inheritance tax returns while handling all related estate administration tasks.
- Support estate planning and succession planning by maintaining thorough documentation and compliance standards.
- Coordinate residential and commercial real estate transactions associated with estate matters.
- Build and maintain strong client relationships by providing clear communication and updates throughout each process.
- Work onsite five days a week to collaborate with team members and provide a consistent presence.
- Utilize the Lackner System or similar estate management software efficiently for case tracking and administration.
- At least three years of experience as a trust and estates paralegal.
- Advanced knowledge of Pennsylvania inheritance tax return preparation and estate administration practices.
- Proficiency in the Lackner System or comparable estate management software.
- Ability to work onsite with some flexibility for personal scheduling needs.
- Excellent communication skills and a detail-oriented approach in client interactions.
- Strong ability to work independently while managing multiple cases simultaneously.
- Familiarity with residential and commercial real estate transactions related to estate matters.